Elite Wealth Advisor for $5M+ Clients

Empower Retirement, LLC; Overland Park (KS); Hybride; USD 96 000 - 136 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision insurance

401(k) with company match

Tuition reimbursement

Casual dress code

Paid time off and holidays

Volunteer time off

Résumé du poste

Empower Retirement, LLC seeks a Premier Wealth Advisor to join a dedicated client practice for Empower Private Clients with $5M+ in assets. You will deliver a high-touch, personalized experience guiding complex financial planning and investment strategy in partnership with your team.

Qualifications include a Bachelor's in Business, FINRA 65, fingerprinting, and strong wealth-management knowledge. CFP preferred; excellent communication and client-facing skills are essential.

Qualifications

• Bachelor's degree in Business or related discipline or equivalent experience.
• FINRA Series 65 required; fingerprinting required.
• CFP strongly preferred; wealth management knowledge required.
• Excellent verbal and written communication; strong relationship skills.
• Ability to deliver client consultations and manage multiple tasks.
• Proficiency with Word, Excel, Outlook, PowerPoint; Salesforce, NetX360 knowledge.

Responsabilités

• Deliver a personalized, high-touch client experience for Empower Private Clients with $5M+ AUM.
• Lead planning milestones and outreach with the practice team for proactive engagement.
• Strengthen relationships via ongoing communications and proactive client service.
• Identify planning opportunities from client conversations and data insights.
• Provide financial planning tailored to client goals, solo or with the team as needed.
• Support implementation and monitoring of investment strategies aligned with client objectives.
• Collaborate with Portfolio Management for account customization and client requests.
• Participate in monthly audit reviews and ensure compliance with Empower Business standards.

Connaissances

FINRA Series 65

CFP credential

Financial acumen

Excellent communication

Formation

Bachelor's degree in Business or related discipline

Outils

Salesforce

NetX360

Microsoft Office

Description du poste

Empower Retirement, LLC seeks a Premier Wealth Advisor to join a dedicated client practice for Empower Private Clients with $5M+ in assets. You will deliver a high-touch, personalized experience guiding complex financial planning and investment strategy in partnership with your team.

Qualifications include a Bachelor's in Business, FINRA 65, fingerprinting, and strong wealth-management knowledge. CFP preferred; excellent communication and client-facing skills are essential.